Ag Asset Advisory, LLC Dimensional ETF Tr Us Marketwi Transaction History
Ag Asset Advisory, LLC
- $97.5 Billion
- Q1 2025
A detailed history of Ag Asset Advisory, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ag Asset Advisory, LLC holds 95,502 shares of DFUV stock, worth $4.13 Million. This represents 4.04% of its overall portfolio holdings.
Number of Shares
95,502
Previous 90,343
5.71%
Holding current value
$4.13 Million
Previous $3.7 Billion
6.46%
% of portfolio
4.04%
Previous 3.69%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
738Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.48 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.32 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$748 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$624 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$455 Million0.73% of portfolio